Connect Heltar and Square
Integrate Heltar with Square to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Campaigns in Heltar when New Customer Created in Square
List All Clients from Heltar when New Customer Created in Square
List All Templates from Heltar when New Customer Created in Square
Create or Update Client in Heltar when New Customer Created in Square
Fetch Client Messages from Heltar when New Customer Created in Square
Popular Heltar + Square flows
Start from a real workflow other teams are already running.
Choose a trigger
Heltar
When this happens...
New Client Is Created
Choose an action
Square
Automatically do this!
Update a Customer
Add customer to a group
Create Customer
Find Customer
Remove Customer From Group
Create Customer Group
Update a Customer Group
Find Customer Group
Find a Merchant
List All Campaigns in Heltar when New Customer Created in Square
Use this flowList All Clients from Heltar when New Customer Created in Square
Use this flowList All Templates from Heltar when New Customer Created in Square
Use this flowCreate or Update Client in Heltar when New Customer Created in Square
Use this flowFetch Client Messages from Heltar when New Customer Created in Square
Use this flowSend Text Message hold via Heltar when New Customer Created in Square
Use this flowList All Attributes from Heltar when New Customer Created in Square
Use this flowCreate Attribute in Heltar when New Customer Created in Square
Use this flowUpdate Attribute in Heltar when New Customer Created in Square
Use this flowRemove Attribute from Heltar when New Customer Created in Square
Use this flowSupported Triggers & Actions
Everything you can automate between Heltar and Square.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Is Created
Runs when a new client is created.
New Customer Created
Triggers when a new customer is created.
New Payment Created
Triggers when a new payment is created.
Payment Updated
Triggers when a payment is updated.
Order Updated
Triggers when a order is updated.
Customer Updated
Triggers when a customer is updated.
Do thisActions
Action is the task that follows automatically within your Heltar integrations.
List All Campaigns
Retrieve the list of all campaign
List All Clients
Retrieve the list of all clients
List All Templates
Retrieve the list of all templates
Create or Update Client
Create or update client record
Fetch Client Messages
This will fetch all the messages of a particular client.
Send Text Message hold
Send text messages allow to your clients.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Heltar
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
Learn moreSimilar apps
About Square
Square is a comprehensive platform that offers a range of tools and services for businesses, primarily focusing on payment processing, point-of-sale solutions, and financial services.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Heltar and Square accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Heltar and Square as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Square. No coding required.
Yes. You can set up a workflow where Heltar triggers actions in Square, and a separate workflow where Square triggers actions in Heltar. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Heltar and Square. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Heltar and Square integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
